Squire Investment Management Company, LLC

Portfolio Overview

Squire Investment Management Company, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 56.3%, increasing from $211.42 million to $330.47 million. This growth is attributable to a combination of positive market performance in underlying assets and substantial net capital inflows, evidenced by the creation of 22 new positions. The portfolio consists of 74 holdings, indicating a high...